Around the Peak.

The latest news, tips and information from us
here at Longs Peak.

Sort by Topics

GIPS Compliance

Investment Performance

Longs Peak News

GIPS compliance

GIPS Compliance

How to Create a Distribution Log for GIPS Reports

Are you maintaining a GIPS Report distribution log? Under the 2020 Edition of the GIPS standards, those claiming GIPS compliance are required to demonstrate that their GIPS Reports are distributed to prospects. What this means is...
GIPS Compliance FAQ
GIPS Compliance

GIPS Compliance FAQs

When do we need to distribute GIPS Reports? Do we have to market every composite? Can I present performance without a GIPS Report? FAQs about GIPS compliance answered…
GIPS Compliance

Key Takeaways from the 2020 GIPS® Standards Virtual Conference

Did you miss the GIPS Conference this year? Most of this year’s conference was focused on compliance with the 2020 GIPS standards, as well as important discussions around US-specific (SEC) regulatory compliance and ESG performance. Below are some key takeaways from this three-day event.
GIPS Compliance

Part 2: Creating GIPS Policies and Procedures

Calculation Methodology, Books & Records, Composite Definitions & Rules, and Error Correction Policies As discussed in Part 1 of this two part series, GIPS compliant firms are required to document how they comply with the GIPS requirements as well as any recommendations that the firm chooses to follow. This document acts as the firm’s internal […]
GIPS Compliance
GIPS Compliance

Part 1: Creating GIPS Policies and Procedures

Firm Definition and Definition of Discretion GIPS compliant firms are required to document how they comply with the GIPS requirements as well as any recommendations that the firm chooses to follow. This document acts as the firm’s internal representation of their GIPS compliance, and is intended to state the firm’s policies and describe the procedures […]
GIPS Compliance

How to Become GIPS Compliant

Many firms are interested in becoming GIPS compliant, but are intimidated by the initial process of bringing their firm into compliance. As long as you know the steps to become GIPS compliant and understand the options you have to complete each step, this process is very manageable. The information provided here is intended to provide […]